Tall Pines Capital offers investment advisory services, specifically managing a micro-capitalization product (Tall Pines Micro Cap SMA). This strategy focuses on long-term capital growth by investing in U.S. and Canadian equity securities with market capitalizations between $10 million and $1 billion. Tall Pines seeks small, high-growth companies with strong management and market positions, holding a concentrated portfolio of 5 to 15 positions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The firm may charge a performance fee based on an initial investment high water mark, structured as either 1% management fee plus 20% of profits, or 0% management fee plus 25% of profits. Performance fees are not charged on retirement accounts or accounts subject to federal retirement plan rules.